After many conversations with clients, I felt that some of the information I communicated to them was worth posting. Every market correction has presented some opportunities as well. Below are actions that I am taking in client accounts where they are appropriate. I’ve also listed a few things that should be avoided during times like … Read more
A little over a year ago I was invited to be on the Open Air show with Dawn Newton. I listened to the replay recently just to see if what I shared on the show was still relevant. My reasoning for the use of Socially Responsible Investments has not changed! And, unfortunately, the main misconception … Read more
There’s an old saying related to the stock market that dates back to the time before computers, “Don’t fight the tape”. The term “tape” refers to the ticker tape that used to transmit the price of stocks. The idea, of course, is that when stocks are trending in a certain direction it usually doesn’t make … Read more
On 8/26/2016 we posted this article on why a recession was unlikely over the next 12 months. One year later, the markets have hit new highs and most of the leading indicators are showing continued strength. This is obvious good news not just because we got it right. But, of course, we always need to … Read more
A little over a month ago I ran the Bend Marathon! As in other races I’ve done in the past, many spectators lined the course holding up messages like, “No Pain, No Gain”, Don’t Quit, You Can Do this”. It makes me think they believed that runners got up on race morning and made some … Read more
Chocolate is like gold around our house. Ever since my teenaged daughters found out about non-fair trade practices in the chocolate industry, we’ve had to adjust our intake. Fair Trade chocolate bars are expensive! None of my 8 kids will hesitate to tell you that it’s worth the sacrifice if it means preventing another child from … Read more